Lyxor MSCI USA ESG Trend Leaders (DR) UCITS ETF - Acc ISIN LU1792117696, WKN LYX0YK

 
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Strategy of Lyxor MSCI USA ESG Trend Leaders (DR) UCITS ETF - Acc

Investment strategy

The MSCI USA Select ESG Rating & Trend Leaders index tracks companies with a robust ESG profile relative to their sector and a positive trend to improve this profile. The index is based on the MSCI USA Index, which covers US large and mid cap stocks. Companies from ESG sensitive sectors or their products or activities that could have a negative impact on society or the environment are excluded.

 

MSCI USA Select ESG Rating and Trend Leaders (1)

Equity (1039) United States (191) Social/Environmental (33)
Quote
EUR 23.57
XETRA
01.12.20
15.85 52 weeks low/high 24.01
52 weeks low/high
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Risk and fees of Lyxor MSCI USA ESG Trend Leaders (DR) UCITS ETF - Acc

Risk
EUR 64 m
Fund size
Fund size category

Replication

Physical (Full replication)
Legal structure ETF
Strategy risk Long-only
Fund currency USD

Currency risk

Currency unhedged
Volatility 1 year (in EUR) 34.90% Risk category
Inception/ Listing Date 21 March 2018
Fees
0.20% p.a.
Total expense ratio
0.04% Compare 0.99%
Compare ( Equity )
Dividend/ Taxes
Distribution policy Accumulating
Distribution frequency -
Fund domicile Luxembourg
Tax data Bundesanzeiger
Legal structure
Fund Structure Company With Variable Capital (SICAV)
UCITS compliance Yes
Fund Provider Lyxor ETF
Administrator SGSS
Investment Advisor
Custodian Bank SGSS
Revision Company PWC
Fiscal Year End 31 December
Swiss representative Société Générale, Paris, Zweigniederlassung Zürich
Swiss paying agent Société Générale, Paris, Zweigniederlassung Zürich
Tax Status
Switzerland No ESTV Reporting
Austria Tax Reporting Fund
UK UK Reporting
Replication, swap, securities lending
Indextype Total return index
Swap counterparty -
Collateral manager
Securities lending No
Securities lending counterparty
 
 
 

Performance of Lyxor MSCI USA ESG Trend Leaders (DR) UCITS ETF - Acc

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Description of Lyxor MSCI USA ESG Trend Leaders (DR) UCITS ETF - Acc

The Lyxor MSCI USA ESG Trend Leaders (DR) UCITS ETF - Acc invests in stocks with focus Social/Environmental, United States. The dividends in the fund are reinvested (accumulating).

The total expense ratio amounts to 0.20% p.a.. The fund replicates the performance of the underlying index by buying all the index constituents (full replication). The Lyxor MSCI USA ESG Trend Leaders (DR) UCITS ETF - Acc is a small ETF with 64m Euro assets under management. The ETF is older than 1 year and is domiciled in Luxembourg.
 

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— All quotes are 15 minutes delayed stock exchange quotes or NAVs (=daily published by fund provider). Quotes and reference data provided by Xignite, Inc., etfinfo and justETF GmbH. Returns include dividend payments. There is no warranty for completeness, accuracy and correctness for the displayed information.
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Performance chart of Lyxor MSCI USA ESG Trend Leaders (DR) UCITS ETF - Acc

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Chart comparison of all ETFs on this index (1)

Chart comparison of all ETFs on this category (33)

 
— All quotes are 15 minutes delayed stock exchange quotes or NAVs (=daily published by fund provider). Quotes and reference data provided by Xignite, Inc., etfinfo and justETF GmbH. Returns include dividend payments. There is no warranty for completeness, accuracy and correctness for the displayed information.
Source:ETFinfo
 
 

Returns of Lyxor MSCI USA ESG Trend Leaders (DR) UCITS ETF - Acc

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— All quotes are 15 minutes delayed stock exchange quotes or NAVs (=daily published by fund provider). Quotes and reference data provided by Xignite, Inc., etfinfo and justETF GmbH. Returns include dividend payments. There is no warranty for completeness, accuracy and correctness for the displayed information.
Source:ETFinfo
 
 

Listings of Lyxor MSCI USA ESG Trend Leaders (DR) UCITS ETF - Acc

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